Real Estate OS

Real Estate OS

The all-in-one operating system for real estate professionals — built in Notion.

Manage everything from properties, clients, deals, tenants, owners, contractors, invoices, marketing, and documents in one simple and powerful workspace.

Whether you’re a solo agent, property manager, or running a full real estate business, Real Estate OS gives you a single source of truth to stay organized, close deals faster, and scale your operations with clarity.

What’s Inside

The OS comes with 12 interlinked databases, carefully designed to cover every aspect of real estate:

• Properties → Full portfolio management with status, value, and linked tenants/owners.
• Clients → Leads, buyers, and sellers with complete profiles and pipeline tracking.
• Deals → Offers, negotiations, and closings with progress and revenue tracking.
• Tenants → Lease details, move-in/out dates, rent amounts, linked invoices.
• Invoices → Rent, fees, and payments with due dates and status tracking.
• Repairs → Maintenance requests, contractor assignments, and completion status.
• Contractors → Vendor directory with specialties, availability, and assigned tasks.
• Tasks → Daily and recurring to-dos linked to properties, deals, or clients.
• Agents → Team management with assigned clients, deals, and commissions.
• Marketing → Campaigns, channels, and performance tracking.
• Documents → Contracts, property files, client agreements, all centralized.
• Owners → Landlord/owner profiles linked to properties, tenants, and invoices.

Dashboards Included

Each dashboard is clean and minimalist, surfacing only the most important insights:

• Main Dashboard → Quick links to all modules, KPIs (active deals, rent due, overdue repairs).
• Agent Dashboard → Personal pipeline, tasks due, top clients.
• Property Manager Dashboard → Occupancy rate, tenant status, upcoming lease renewals.
• Owner Relations Dashboard → Properties per owner, unpaid invoices, latest communications.
• Marketing Dashboard → Campaign performance and lead sources.

Why Real Estate OS?

• Replace 5+ scattered tools with a single, structured workspace.
• Scale-ready: works for one property or hundreds.
• Team-friendly: assign tasks, track commissions, and collaborate seamlessly.
• Minimalist but powerful: no clutter, just what you need to run real estate with clarity.

🌟 Bonus Included

• Pre-filled with 10 realistic U.S. examples (properties, deals, tenants, invoices).
• Quick-add buttons for fast entry (new client, new property, new deal).
• Template guides to help you customize to your exact workflow.